Fear and Loathing- Dealing with Exit Planning When The Owner Doesn’t Want to Leave
This month’s topic, led by Jeff Janes of Sagemark Consulting, will be a deep dive into the psychology of dealing with business owners through the emotional challenges of planning and executing an exit from their business. Jeff will discuss the common fears business owners deal with, and offer tips that advisors can use across a range of professional disciplines
Learning Objectives include:
- Learn answers to the three most common reasons business owners give for not starting the exit planning process.
- Learn how to spot problems during the exit planning process that might cause the business owner to stop the process.
- Learn how national exit planning organizations approach the process, and why one size does not fit every business situation
Jeff Janes of Sagemark Consulting
Jeff Janes is a well-known speaker on business succession issues. He has a wealth of experience advising small and mid-sized business owners through the transition from business owner to investor. Jeff is a registered investment advisor with Lincoln Financial Advisors. He is graduate of the University of Alabama. He is active member of Forest Hills Baptist Church in Brentwood.
CEPAs receive 1 CE credit
CPE receive 1 CE credit
CVA receive 1 CE credit